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Home My WebLink AboutOC1970-1130 - ESTATE OF TREMBACHFonn RCC-2 DEPARTMENT OF REVENUE BUREAU 01<'COUNTY COLLECTIONS BORISBURG,PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX v-"..APPRAISEMENT DATE N.Qy.~m.p.~.r..l.e...J .!..~.7..Q COUNTY w.~.~.~.~.~.g.~..~.~. FILE NO...§.3..::.7...Q.~.ll3...Q . Whereas,Mr..$...~A.mJ,~T.r..~.m:P.~.~b.late of ~±.1.~.~.~.~~~. in the County of Wa..shi.n,gt.o.n.:Commonwealth of Pennsylvania,having died on the 2..4 t.h day of A~.g~~.~19....7..9.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,,W R C.ha.ne.y ,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. ---------------L------------------'-----------··I I Description of Asset Unit Values Appraisement Made for InheritanceraxPurpoaes $ JT.HELD: Jt.he1dSavin~s Account #75-001572-9 held in the UNION NATIONAL BANK,OF PITTSBURGH,PITTSBURGH OFFICE,PITTSBURGH, PENNSYLVANIA.In the names of MRS.ANNA TREMBACH or MRS.MARGIE ANGOTTI.Onened. 7-1-62.Balance as of date of death. $1.681.13.(One half taxable)840 57 ... Total 840 57 WASHINGTON ....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MRS.ANNA TREMBACH Deceased. Late of ELLSWORTH Date of Death,,A1,J,g:g,~.t..".,?4.,t ..J,~.7.9.,. Appraisemeilt Docket 'Vol....."""",~..~, , ....' Page,"."",,,,,,,,,""'''...,,...,""""""No.63-70-1128................................................ Filed in Register's Office,"No.v,o."..18",.".,19""..7,0 Amount of tax due,$"""",,,,,.. DEPARTMENT OF REVENUE Received, Examined and Approved," '".. Wrote abo.ut Appra.isement, Appeal f"om Appraisement," " " Entered and charged,'..,.",,,,,.,,,,,,,.,,,,,,,," . .., .' ;. :' R CC-43 (5-65) NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26,S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961 we herewith submit the following report:' NAME OF REPORTINGFINANCIALINSTITUTION T_h_e_U_n_io_n_Na_t_i_on_al_B_ank_....:o__t_P....:i:...:t...:..t:...:sb:..:ur=.:g~h=-_ ADDRESS p.O.Box 837,Pittsburgh,Pa.15230 ACCOU NT'~N::O::-.-=O:::F:-J:-::O:::IN:7.T=-,----AA":<ti:':&t:7;--"Hr•'G".---UMU';·~1:...er-,--.As-6..;'.;t=-:C~a~sh~i:-e-r-- TRUST OR INVESTMENT DEPOSIT #7__,_-O_0....;15:..;.7;.;.:.2--:9...:.,(S.:..:a:..:..:v1n=:::!,g::.:;s)_ NAMES ON ACCOUNT OR INVESTMENT Mr_s-::.=A=n=m=a:::T=r=em=ba~Ch;--.:.:or=---_ Mrs.Margie Angotti~~~~-======::::::::~=-__---::::::~c- DeCEASED JOINT DEPOSITOR,\/'TRUSTEE OR INVESTOR Mrs.Anna Trembach \/(~lJ ADDRESS E_ll_swo_rt_h..:;.,_P_a_._1.:..53:..:3:.....1 .2/'l.,.:'t:....J_! DATE OF DEATH Augl1st 24,1970SURVIVINGDEPOS:7.IT:;:O::=;R=-,---------=~=-=~::.:..:.-=-------- BENEFICIARY OR INVESTOR Mr_s._Mar_g_ie__All_g_o_t_ti _ ADDRESS bi_"1_1_SW_o_rt_h_,_P_a_._l_'_3-:-31 ---- RELATIONSHIP TO DECEDENT Dallghter DATE DEPOSIT OR INVESTMEN:::T:-----J- I1 -'u-1-,-1-96-2-/----:~----- WAS ESTABLISHED .......,BALANCE,INCLUDI NG IN:::T:::E=R=ES::T=---------I--II~----1,681.13 ~vI.(J::"7DUE,AT DATE OF DEATH $..!:.)..,::......::::-.:..O~CJ:..2I_=:J:...:___ 10 7,11t~'IA,>7 ':0,1/3 L2/??1'4~ s %~.02·r~Si9natu;e TITLEAss~stant Cashier BENTLEYVILLE OFFICE .'"'.-. SEP -4 1970 TO:_.=MRS=:::;...:·.:........=IA=R:.:;;:G:;...:IE=··-=A=N=C,-=-OT=-=T!..=I~_ _----:;E=L=L;:;.:SW;;..;:O:.=.:R.::.::TH::JI,.....:P:..:E::.:NN::.::S::.:YL~~VA=N~IA~.----l!15331 ..--".-"OFFiCiAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF A~SETS HOT SUBJECT TO ADMINISTRATION Date:__.!!l!:S.!iI.•.pp.st:telillmll&liblLleiLIr..:..........1u:'Lt.---.a.l..:ll91+1....0'--_ County __..........:li.::.:a~.~h!.!!i~n~gt..!!.O!!.ib!L·_ County File No.3J'-/1'3'-1 Bureau File No.U -/()-/62jJ We have received notice that,lUXUUDUIUlIUXXXUXUXXXXXXXXXXXXXXXXXXXXXIXXDII on AuPlt 24 19-7Q,you came into ownership of certain property througll ... . . . XHJ.IHIIUDHIDUIIIUI transfer from,MRS.ANNA TREMBACH.<leceased. RCC-134 (1-691 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE..BUREAU OF COUNTY COLLECTIONS .,INHERITANCE TAX DIVISION Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable -and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:.Jt.held Saying'Account #15..001572...9 held intthe UNION NATIONAL BANK OF PITTSBURGH,PITTSBURGH OFFICE.PITTSBURGH PENNA.In the name'arMlS.ANNA TREMBACH or MRS MAftGm ANGOTTI.Opened. ?-1..62.Balance a8 of date of death,$~1+,.u.6Q.Bl.....·......110.03.1....-_ appraised by the Commonwealth,as of the date of death,at $1.681.13 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $_...JS;e.uOu•....iJ5LL'_ AMOUNT OF TAX DUE 50.43 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Nov.24 19 70 you may deduct a discount of 5%of the amount of tax due,or D This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of * _ 19__in the amount of *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid ASSESSED BY:_ TOTAL AMOUNT DUE AP PRAISED BY:~;;.L-....p.-,--rJJ.",.-:::Z!...i·"~/~:£::A!.Z:::v,<-,,~/f--- (Inlieritan;e Tax Appr iser) $50.43 (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS 1530' Make checks or money orders payable to: ~~$:// X~/~/~?O .4e-#$.,t1/~J- To insure proper credit to your account thiS Official Notice must accompany your payment.Mail or bring it to: 1?~11 AJ.,(~ AGENT FOR TH . C E COMMONWEAL TilOURTHOUSE WASHINGTON,PENNA. If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below rhe'd'6'i'~paid,name and address of the person to whom you made payment,their official title and the amount... Date Paid Name and Address of Payee Official titie Amount Paid Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax will then be recomputed and you wi II receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were personally legally responsible for these debts,and 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid /h -7-?CJ .\7./~_..,/~",'P?/706.6t7 TOTAL $400'Od (attach separate sheet if requi red) COMMONWEALTH OF PENNSYLVANIA) COUNTY OE _ SS: I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,,for which I was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__. REPORT OF REGISTER OF WILLS Si gnature of Taxpayer I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $p Date of Approval:_ Register of Wills